On-Site Personal Finance Consultant

Shape your career as an On-Site Personal Finance Consultant with Desjardins. Assist clients in navigating their financial journeys with expert advice and tailored solutions.
This full-time role centers on developing lasting relationships with both members and businesses. Your ability to understand clients’ needs will be pivotal in recommending effective financial strategies. You will focus on investments, loans, and insurance products while aiming for high levels of client satisfaction.
Key Responsibilities:
• Advise on investment strategies and expected outcomes
• Monitor client relationships and service satisfaction
• Stay current with industry trends and compliance regulations
• Actively participate in community outreach initiatives
Requirements:
• College diploma in finance or related field
• Three years of relevant financial advisory experience
• Mutual fund representative certification
• French language skills required
• Knowledge of compliance...